9.0 Upgrade
Project
Student Information Systems
HRMS/SIS Joint Exec
Committee Report
SIS Update on 9.0 Upgrade
September 14, 2007
Executive Summary
9.0 Upgrade
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UITS HRMS/SIS teams released full sized upgraded 9.0 TEST environment on
June 1 for functional analysis.
Fit/gap analysis activities were completed in the June through August 2007 for all
module areas.
o Major gaps and enhancements were identified by early August.
Functional specifications to address gaps and new work requests were prepared
and completed by end of August.

Design Review and 9.0 Update meetings
o Academic Advising –
 Hold monthly council meetings where new features are discussed,
9.0 issues are shared, etc.
 Computer lab sessions are scheduled to share with AA extended
team (5 staff from campus / schools) 1 - 2 per month.
 Focus groups of interested University Advising Services Council
attendees will be held in October for specific applications (old and
new).
 A meeting is scheduled with the Bloomington Advising Council to
discuss AA Sharepoint and the involvement of front line advisors in
the upgrade process.
o Admissions  Monthly Admissions council meetings will continue
 October meeting to review 9.0 changes and various admissions
topics
o Financial Aid –
 Current proposal under discussion is that SES FA team members
will schedule onsite visits for 1-2 days with interested FA campus
offices starting in late October to review 9.0 navigation,
functionality changes, and new self-service.
o Student Records –
 Registrar Council attendees continue to meet weekly to review
changes to 9.0, designs, and new self-service.
o Student Financials –
 Design review meetings scheduled for October and November to
review 9.0 navigation, functionality changes, and new self-service.

Consulting resources
o Full-time consultants for Academic Advising, Admissions/Campus
Community, and Student Records
o Part-time consultants for Financial Aid and Student Financials
Page 1
9.0 Upgrade
Project
Student Information Systems
HRMS/SIS Joint Exec
Committee Report
SIS Update on 9.0 Upgrade
September 14, 2007

Majority of changes are in self-service
o Student Center > General Application
 Student Center > Enrollment
o Administrative Center >View My Advisees
o Faculty Center & Rosters

Current list of Enhancement Requests
9.0 Work Requests by Module by Tier
Tier 3
Tier 3
Tier 1
Tier 2
(9.0)
(8.0)
Total
Academic Advising
2
3
6
0
11
Admissions
5
0
0
0
5
8
3
2
12
5
37
2
1
1
3
0
10
0
1
0
4
0
11
0
0
0
21
1
22
10
5
3
40
6
80
Campus
Community
Financial Aid
Student Financials
Student Records
Self-Service *
Sub-total
Communications
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February 2007 – 9.0 Joint Executive Update to VP’s
May 2007 – 9.0 Upgrade early notification (for target audience below)
June 2007 Joint Executive Update to VP’s
September 2007 - Memo is currently in progress for communication to broad
audience regarding the upgrade data and downtime (for target audience
below)
Monthly status reports are posted for IU community at
http://ses.indiana.edu/studentInfoSystems/sisinfo/
Target audiences for communications
o We have created a communication tree to forward communications to the
following IU constituencies:

VP’s, Deans, Directors and Chairs

Student Service Council members

Enrollment Officers

Campus Student Service Offices

Faculty Lists

University Administration

DSS Departmental & IUIE Users

SIS Upgrade Project Team
Page 2
9.0 Upgrade
Project
Student Information Systems
HRMS/SIS Joint Exec
Committee Report
SIS Update on 9.0 Upgrade
September 14, 2007
Support needs during 9.0 Upgrade downtime
In order to support various SIS business processes during the upgrade downtime
window (2/16/08-2/19/08), staff across all IU-campuses will need the ability to view
student data using a copy of SIS.
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A “Read Only” copy of the production SIS 8.0 environment is being planned to
serve as an inquiry and emergency credential environment.
This environment will not be intended to support “update” activity.
The IUIE DSS and the ODS will be available for query access.
Approximate count of users that need read only access = 190
o Admissions (38)
o Advising (4)
o Student Records (79)
o Financial Aid (32)
o Student Financial (32)
o SIS Help Desk (5)
Each regional campus can anticipate access for 5 users in the registrar office; 2
staff in other offices.
SES and Registrar staff agreed to provide support for the academic units.
SIS Training
Strategy
 A series of Online Demonstration/Tutorials for 9.0 navigation changes have been
created. These demos provide an overview of navigational impacts/changes only.
 The tutorials along with printable job aids for 9.0 navigation are available now at
the following site:
http://ses.indiana.edu/studentInfoSystems/upgradeProj/training/upgrade/sisNavigati
on
o Some of the modules have expressed an interest in adding to the
navigation tutorial with specific navigation paths for their module area.
The Training Team will work with these areas to complete these demos.
o The Training Team will also plan to provide instructor-led/classroom
demos of the navigation changes in January and February 2008 for the
staff who would rather participate in a classroom training session as
opposed to an online demonstration.

The SES Training Team plans to update and continue providing the instructor-led
basic classes such as: PeopleSoft Basics, IUIE Reporting Basics, SF Customer
Services for Departmental Staff, Academic Advising Tools, etc, after the 9.0
Upgrade.

PS 8.0 classes will be discontinued on 9/30/07 through the end of the year in
order to prepare training materials/documentation for the 9.0 Upgrade.
Page 3
9.0 Upgrade
Project
Student Information Systems
HRMS/SIS Joint Exec
Committee Report
SIS Update on 9.0 Upgrade
September 14, 2007
9.0 Training Expectations from Module Areas
Academic Advising
 The Training Team will work with AA team to update the current AA
documentation for 9.0 with the strategy of converting any online help procedures
to job aids. If campuses would like to customize this documentation to
specifically fit their individual campus business processes, it will be available for
them to do that.
 The Training Team will also work with AA team to deliver classes related to
functionality changes/updates (an example of this is Degree Audit Coding
changes).
Admissions
 The Training Team will work with AD team to create/update job aids/training
documentation. If campuses would like to customize this documentation to
specifically fit their individual campus business processes, it will be available for
them to do that.
 The Training Team will also work with AD team to deliver a Prospects class.
Financial Aid
 The FA team will update/create the FA documentation.
 The FA team will provide training to the FA community (during FAD meetings,
hands-on workshops or through documentation/jobs aids). The FA team does not
anticipate that any “formal” training will be needed for the 9.0 upgrade.
Student Financials
 The SF team will update/create the SF documentation and post it to the Bursar
SharePoint site. The SF IUPUI team (SAInTs) will share their process guides with
the other campuses so they can customize them for their own campus business
processes.
 The SES Training team will add a link on our SIS Online Help website to the
Bursar SharePoint site. We will also add a contact email address
(adsv@iupui.edu) for those who would need access to the site.
 The SF Team does not anticipate that any “formal” training will be needed for the
9.0 upgrade unless they decide to use the new Collections functionality.
 If requests come through the SES Training Team for SF related training
materials/topics, we will refer them to the campus Bursar.
Student Records
 The Training Team will work with the SR team to update the current SR
documentation for 9.0 with the strategy of converting any online help procedures
to job aids.
 If campuses would like to customize this documentation to specifically fit their
individual campus business processes, it will be available for them to do that.
 The Training Team will work with the SR team to create job aids and/or tutorials
for the new Administrative Center/Student Center, as well as job aids for other
functionality changes in 9.0 (for example Class Permissions, Service Indicators,
Name changes, Address Changes, etc).
Page 4
9.0 Upgrade
Project
Student Information Systems
HRMS/SIS Joint Exec
Committee Report
SIS Update on 9.0 Upgrade
September 14, 2007
SIS Decision Support 9.0 Planning
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Objective: keep report objects the same as 8.0!
Detailed plans communicated to module areas
Non-IUIE report objects - responsibility of module areas/offices, i.e., Aqua Data
Studio, Shadow Systems, etc.
DSS 9.0 Testing Phases
 Phase 1: (Completed) Testing report objects with changes - Jul 1 – Aug 21
o 8.0 to 9.0 DSS changes documented (DB compare)
o Targeted list of affected reports
 Phase 2: (underway) Regression Testing - Aug 28 – Dec 10
o Test all report objects/business processes
 Phase 3: Acceptance/Final Testing - Dec 10 - Go-live
Update on 9.0 DSS Upgrade
 Migrated 9.0 to IUIE test environment provide ability to fully test all report
objects – data sourced from PeopleSoft regression environment
 Distributed DSS 9.0 Upgrade FAQ document
 9.0 requests already submitted
o AAD: 0 requests
o ADM: 4 PDQ requests
o FA: 2 PDQ requests
o IR: 1 DG request
o PSE: 1 DG request
o SF: 3 PDQ requests
o SR: 3 DG requests, 1 PDQ request
 Testing Strategy
 Implemented new 9.0 DSS testing tool – provides a web interface to complete
inventory of all SIS reports.
 Plans are to use the tool to ensure each SIS report has been
tested
 Upcoming next steps
o Contact SIS/DSS leads for each module area this week
 SR= Clark Sorensen, SF= Susie Sullivan, FA= Steve Martino, ADM=
Megan Gleber, AA= Jim Murray
 Deadline for requests: October 1
 Upcoming communication plans regarding SIS DSS Impact of 9.0
o SIS DSS IUIE meeting in October. This would include all SIS IUIE users
including the regional campuses.
o Contact all SIS ODBC users (users who connect directly to reporting
environment in October
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